Workflow Max icon

CONNECT APP

Build with Workflow Max

All-In-One Project & Job Management Software

Business Management

  • OAuth

MCP

Give your agent Workflow Max tools

Every Workflow Max action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Workflow Max account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "workflow_max",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Client Group:
const result = await mcp.callTool({
  name: "workflow_max-create-client-group",
  arguments: {
    clientUuid: "Client UUID",
    name: "Name",
  },
})

API PROXY

Call the Workflow Max API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Workflow Max API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.workflowmax2.com/me",
})

// Any allowed Workflow Max endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Workflow Max actions from your backend

Connect a user's Workflow Max account once, then run Create Client Group on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workflow_max-create-client-group",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workflow_max: { authProvisionId: "apn_xxxxxxx" },
    clientUuid: "Client UUID",
    name: "Name",
  },
})

EVENTS

Workflow Max triggers

Event sources your backend can deploy for users and receive through a webhook.

No Workflow Max triggers are available yet.

REFERENCE

App details

Reference metadata for the Workflow Max connector in the Pipedream registry.

App slug
workflow_max
Authentication
OAuth
Categories
Business Management
Actions
4
Triggers
0
API proxy
Available

OAuth scopes

These are the scopes Pipedream's managed Workflow Max OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.

  • openid
  • email
  • profile
  • workflowmax
  • offline_access